Issuer Direct (ISDR) Institutional Ownership Add Compare Share Share Ownership Stock AnalysisChartEarningsHeadlinesInsider TradesOwnershipSEC FilingsTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Issuer Direct (NYSE:ISDR)CurrentInstitutional OwnershipPercentage50.02%Number ofInstitutional Buyers(last 12 months)2TotalInstitutional Inflows(last 12 months)$1.18MNumber ofInstitutional Sellers(last 12 months)2TotalInstitutional Outflows(last 12 months)$122.08K Get ISDR Insider Trade Alerts Want to know when executives and insiders are buying or selling Issuer Direct stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data ISDR Institutional Buying and Selling by Quarter Issuer Direct Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails12/10/2024 Garden State Investment Advisory Services LLC41,200$492K0.1%N/A1.075% 11/15/2024 Garden State Investment Advisory Services LLC41,200$492K0.1%N/A1.076% 11/6/2024 Bard Associates Inc.133,805$1.60M0.5%+14.2%3.494% 8/9/2024 Renaissance Technologies LLC38,338$301K0.0%-16.4%1.004% 8/9/2024 Dimensional Fund Advisors LP35,894$282K0.0%-18.3%0.940% 5/10/2024 Acadian Asset Management LLC6,761$86K0.0%-29.0%0.177% 11/13/2023 Acadian Asset Management LLC9,887$185K0.0%-7.6%0.260% 11/6/2023 Seizert Capital Partners LLC10,831$204K0.0%-11.0%0.284% 10/26/2023 Punch & Associates Investment Management Inc.87,795$1.65M0.1%+35.0%2.304% 8/7/2023 Acadian Asset Management LLC10,705$199K0.0%-37.0%0.282% Get the Latest News and Ratings for ISDR and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Issuer Direct and its competitors with MarketBeat's FREE daily newsletter. 7/27/2023 Seizert Capital Partners LLC12,163$229K0.0%-50.3%0.321% 5/11/2023 Acadian Asset Management LLC17,001$357K0.0%-4.3%0.449% 5/9/2023 Seizert Capital Partners LLC24,481$515K0.0%-19.1%0.646% 2/15/2023 Forager Capital Management LLC459,909$11.50M4.9%+2.8%12.132% 2/10/2023 Bard Associates Inc.115,181$2.88M1.2%-0.3%3.038% 2/1/2023 Legato Capital Management LLC9,265$232K0.0%N/A0.244% 11/15/2022 Forager Capital Management LLC447,554$9.09M5.7%-1.5%11.806% 11/2/2022 Seizert Capital Partners LLC30,247$614K0.0%-8.8%0.838% 8/11/2022 Bard Associates Inc.115,873$2.95M1.3%+5.4%3.209% 4/29/2022 Navellier & Associates Inc.15,809$470K0.1%-4.2%0.417% 2/14/2022 Navellier & Associates Inc.16,509$486K0.1%+25.0%0.435% 2/14/2022 Forager Capital Management LLC394,697$11.62M5.6%N/A10.411% 2/10/2022 Acadian Asset Management LLC17,758$522K0.0%+11.9%0.468% 11/12/2021 Renaissance Technologies LLC42,038$1.10M0.0%-5.0%1.109% 11/9/2021BlackRock Inc.11,599$304K0.0%+143.1%0.306% 11/3/2021 Seizert Capital Partners LLC33,148$867K0.0%+16.7%0.875% 10/28/2021 Navellier & Associates Inc.13,208$345K0.1%+11.3%0.349% 8/17/2021 Bridgeway Capital Management LLC17,900$485K0.0%+8.5%0.473% 8/13/2021 Renaissance Technologies LLC44,267$1.20M0.0%-32.7%1.169% 8/13/2021 Geode Capital Management LLC22,095$599K0.0%+11.6%0.584% 8/13/2021 Vanguard Group Inc.176,175$4.78M0.0%-8.2%4.653% 8/12/2021 Dimensional Fund Advisors LP32,906$892K0.0%+41.7%0.869% 8/12/2021 Globeflex Capital L P13,718$372K0.1%N/A0.362% 8/12/2021 Bard Associates Inc.111,068$3.01M1.0%+14.6%2.934% 8/9/2021 Navellier & Associates Inc11,862$322K0.0%+27.3%0.315% 8/5/2021 Legato Capital Management LLC14,538$394K0.1%N/A0.386% 8/5/2021 Seizert Capital Partners LLC28,393$770K0.0%+105.5%0.753% 8/2/2021 Advisor Group Holdings Inc.2,620$71K0.0%+133.9%0.070% 5/25/2021 Cove Street Capital LLC1,300$29K0.0%-48.0%0.035% 5/14/2021 Dimensional Fund Advisors LP23,216$509K0.0%+45.5%0.616% Trump set to Boost Social Security Checks by 400%? (Ad)If you're collecting or planning to collect social security... You should see this presentation about President Trump's Executive Order #14196. Legendary investor Louis Navellier believes it could soon not only save Social Security from collapse... But BOOST benefits for millions of retirees by up to 400%. No wonder the financial times called this new initiative...Click here to see the details because the stakes couldn't be any higher.5/14/2021 O Shaughnessy Asset Management LLC10,368$227K0.0%-30.5%0.275% 5/13/2021 Renaissance Technologies LLC65,738$1.44M0.0%-38.2%1.746% 5/12/2021 Geode Capital Management LLC19,805$434K0.0%-33.5%0.526% 5/12/2021 Navellier & Associates Inc9,319$204K0.0%N/A0.247% 3/8/2021 Dimensional Fund Advisors LP15,951$279K0.0%N/A0.426% (Data available from 1/1/2016 forward) ISDR Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of ISDR shares? During the previous two years, the following institutional investors and hedge funds held shares of Issuer Direct shares: Punch & Associates Investment Management Inc. ($1.65M), Bard Associates Inc. ($1.60M), Garden State Investment Advisory Services LLC ($492K), Renaissance Technologies LLC ($301K), Dimensional Fund Advisors LP ($282K), and Seizert Capital Partners LLC ($204K), and Acadian Asset Management LLC ($86K).Learn more on ISDR's institutional investors. What percentage of Issuer Direct stock is owned by institutional investors? 50.02% of Issuer Direct stock is owned by institutional investors. Learn more on ISDR's institutional investor holdings. Which institutional investors have been buying Issuer Direct stock? The following institutional investors have purchased Issuer Direct stock in the last 24 months: Garden State Investment Advisory Services LLC ($82.40K), Punch & Associates Investment Management Inc. ($22.76K), and Bard Associates Inc. ($16.62K). How much institutional buying is happening at Issuer Direct? Institutional investors have bought a total of 121,783 shares in the last 24 months. This purchase volume represents approximately $1.61M in transactions. Which Issuer Direct major shareholders have been selling company stock? The following institutional investors have sold Issuer Direct stock in the last 24 months: Seizert Capital Partners LLC ($13.65K), Acadian Asset Management LLC ($9.88K), Dimensional Fund Advisors LP ($8.06K), and Renaissance Technologies LLC ($7.50K). How much institutional selling is happening at Issuer Direct? Institutional investors have sold a total of 39,087 shares in the last 24 months. This volume of shares sold represents approximately $547.94K in transactions. Related Companies MIMI Major Shareholders VCSA Major Shareholders AMWL Major Shareholders PSQH Major Shareholders SKLZ Major Shareholders BRAG Major Shareholders NOTV Major Shareholders BAER Major Shareholders NOTE Major Shareholders SY Major Shareholders This page (NYSE:ISDR) was last updated on 6/14/2025 by MarketBeat.com Staff From Our PartnersThe Trump Dump is starting; Get out of stocks now?The first 365 days of the Trump presidency… Will be the best time to get rich in American history.Paradigm Press | SponsoredAn AI run of epic proportions is only getting startedI just put together an urgent new presentation that you need to see right away. In short: I believe we are...Timothy Sykes | SponsoredGet in stocks now - and get out on this dateGood News for Stocks 50-year Wall Street veteran, Marc Chaikin is stepping forward to share why history giv...Chaikin Analytics | Sponsored[First Look] Get in before potential 10X AI announcementsGo for 10X gains from the next big AI announcement — starting as soon as 7 days from now Former floor trade...Masters in Trading | SponsoredBig Changes Coming to Social Security?According to legendary investor Louis Navellier... This new Trump move could soon not only save Social Secu...InvestorPlace | SponsoredSHOCKING: Musk's Pentagon Secret Mission...It's about a harrowing message discovered on December 16, 2024: "美国军方暗杀名单" It's the reason President Tru...Behind the Markets | SponsoredSilicon Valley Gold RushA new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bil...Stansberry Research | SponsoredTrump wipes out trillions overnight…Is there anybody more powerful than Donald Trump right now? In a single tariff announcement, he wiped out n...Porter & Company | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding Issuer Direct Co. Please log in to your account or sign up in order to add this asset to your watchlist. Share Issuer Direct With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Buy ISDR Stock Free ISDR Stock Alerts